Megan Kelly
Megan Kelly is a registered investment advisor at Fifth Set Private Wealth Management LLC, based in Boynton Beach, FL, with 1 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 63 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. Family account values may be combined to reach lower fee tiers. Flat annual fees ranging from $5,000 to $25,000 may be charged in lieu of asset-based fees.
Fee Estimator
Location
Boynton Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fifth Set Private Wealth Management LLC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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